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Buckingham Strategic Wealth’s D.R. Horton DHI Stock Holding History

Buckingham Strategic Wealth’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$614K Buy
4,354
+2,698
+163% +$396K 0.01% 426
2024
Q1 		$273K Buy
1,656
+167
+11% +$25K ﹤0.01% 619
2023
Q4 		$226K Buy
+1,489
New +$183K ﹤0.01% 650

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Buckingham Strategic Wealth's DHI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its D.R. Horton (DHI) stake by 163% in Q2 2024, buying an estimated $396K and bringing the position to 4,354 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #426.

Buckingham Strategic Wealth first reported a position in DHI in Q4 2023 and has held it in 3 quarters since. 1,076 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • Buckingham Strategic Wealth held 4,354 shares of D.R. Horton worth $614K as of Q2 2024.
  • Buckingham Strategic Wealth bought 2,698 D.R. Horton shares in Q2 2024, an estimated $396K.
  • D.R. Horton made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #426 holding.
  • Buckingham Strategic Wealth first reported a position in D.R. Horton in Q4 2023 and has held it in 3 quarters since.
  • 1,076 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.